Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 28, 2021 Filed Feb 14, 2022 20:32 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000019 · wf-form5_164487073525413.xml · derivative · entry 4 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Nathan Romney 2021 Family Trust Disclosed balance after: 82,500 Underlying: Class A Common Stock · 82,500 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| January 28, 2021 Filed Feb 14, 2022 20:32 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000019 · wf-form5_164487073525413.xml · derivative · entry 3 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,791 Underlying: Class A Common Stock · 82,500 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| January 28, 2021 Filed Feb 14, 2022 20:32 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 82,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000019 · wf-form5_164487073525413.xml · nonDerivative · entry 2 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Nathan Romney 2021 Family Trust Disclosed balance after: 82,500 F1 · kind: This transaction involved a gift by the reporting person to the Nathan Romney 2021 Family Trust. Read SEC document |
| January 28, 2021 Filed Feb 14, 2022 20:32 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 82,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000019 · wf-form5_164487073525413.xml · nonDerivative · entry 1 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,791 F1 · kind: This transaction involved a gift by the reporting person to the Nathan Romney 2021 Family Trust. Read SEC document |
| January 26, 2021 Filed Feb 14, 2022 15:33 UTC |
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000021 · wf-form5_164487076907343.xml · derivative · entry 2 Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 Underlying: Class A Common Stock · 82,500 shares Expires not disclosed F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| January 26, 2021 Filed Feb 14, 2022 15:33 UTC |
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 82,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000021 · wf-form5_164487076907343.xml · nonDerivative · entry 1 Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 Read SEC document |
| January 26, 2021 Filed Feb 14, 2022 20:31 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000018 · wf-form5_164487068040302.xml · derivative · entry 4 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Ryan Langston 2021 Family Trust Disclosed balance after: 82,500 Underlying: Class A Common Stock · 82,500 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| January 26, 2021 Filed Feb 14, 2022 20:31 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000018 · wf-form5_164487068040302.xml · derivative · entry 3 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,079 Underlying: Class A Common Stock · 82,500 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| January 26, 2021 Filed Feb 14, 2022 20:31 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 82,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000018 · wf-form5_164487068040302.xml · nonDerivative · entry 2 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Ryan Langston 2021 Family Trust Disclosed balance after: 82,500 F1 · kind: This transaction involved a gift of securities by the reporting person to the Ryan Langston 2021 Family Trust. Read SEC document |
| January 26, 2021 Filed Feb 14, 2022 20:31 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 82,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000018 · wf-form5_164487068040302.xml · nonDerivative · entry 1 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,079 F1 · kind: This transaction involved a gift of securities by the reporting person to the Ryan Langston 2021 Family Trust. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · derivative · entry 5 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,160 Underlying: Class A Common Stock · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
SaleClass A Common Stock | 800 | $141.28 | $113,024.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.06 to $141.58, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
SaleClass A Common Stock | 3,200 | $140.55 | $449,760.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $$140.00 to $140.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass B Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,160 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 16:35 UTC |
Delavan GaryVP of Corporate Sales
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 700 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000008 · wf-form4_160996890675242.xml · derivative · entry 3 Delavan Gary · CIK 0001736850 · VP of Corporate Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,300 Underlying: Class A Common Stock · 700 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Delavan's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Delavan's option award agreement or the Issuer's Amended and Restated Omnibus Incentive Plan) within six month following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 16:35 UTC |
Delavan GaryVP of Corporate Sales
|
SaleClass A Common Stock | 700 | $130.58 | $91,407.89 |
DisclosureSEC source: 0001726978-21-000008 · wf-form4_160996890675242.xml · nonDerivative · entry 2 Delavan Gary · CIK 0001736850 · VP of Corporate Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 16:35 UTC |
Delavan GaryVP of Corporate Sales
|
Exercise / conversionClass A Common Stock | 700 | $10.00 | $7,000.00 |
DisclosureSEC source: 0001726978-21-000008 · wf-form4_160996890675242.xml · nonDerivative · entry 1 Delavan Gary · CIK 0001736850 · VP of Corporate Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:34 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 19,000 | $0.00 Strike: $131.87 | $0.00 |
DisclosureSEC source: 0001726978-21-000004 · wf-form4_160996883027834.xml · derivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Class A Common Stock · 19,000 shares Expires 2031-01-04 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC |
Olsen TedManaging Director
|
Exercise / conversionDirector Stock Options (right to buy) · Derivative | 8,333 | $0.00 Strike: $26.29 | $0.00 |
DisclosureSEC source: 0001726978-21-000009 · wf-form4_160996892250581.xml · derivative · entry 3 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,667 Underlying: Class A Common Stock · 8,333 shares Expires 2029-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Olsen's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Olsen's option award agreement or the Issuer's Amended and Restated Omnibus Incentive Plan) within six month following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 8,333 | $130.59 | $1,088,181.47 |
DisclosureSEC source: 0001726978-21-000009 · wf-form4_160996892250581.xml · nonDerivative · entry 2 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC |
Olsen TedManaging Director
|
Exercise / conversionClass A Common Stock | 8,333 | $26.29 | $219,074.57 |
DisclosureSEC source: 0001726978-21-000009 · wf-form4_160996892250581.xml · nonDerivative · entry 1 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC |
Reid JamesDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 19,000 | $0.00 Strike: $131.87 | $0.00 |
DisclosureSEC source: 0001726978-21-000007 · wf-form4_160996888877572.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Class A Common Stock · 19,000 shares Expires 2031-01-04 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:34 UTC |
Miller MarkDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 19,000 | $0.00 Strike: $131.87 | $0.00 |
DisclosureSEC source: 0001726978-21-000006 · wf-form4_160996885924905.xml · derivative · entry 1 Miller Mark · CIK 0001737949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Class A Common Stock · 19,000 shares Expires 2031-01-04 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:34 UTC |
Lane Peter R.Director
|
GrantDirector Stock Options (right to buy) · Derivative | 19,000 | $0.00 Strike: $131.87 | $0.00 |
DisclosureSEC source: 0001726978-21-000005 · wf-form4_160996884742105.xml · derivative · entry 1 Lane Peter R. · CIK 0001570186 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Class A Common Stock · 19,000 shares Expires 2031-01-04 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 28,354 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · derivative · entry 10 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,621,931 Underlying: Class A Common Stock · 28,354 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,987 | $125.13 | $498,893.31 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 7 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $125.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,470 | $124.38 | $1,924,158.60 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 3,987 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.83 to $124.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,500 | $123.40 | $678,700.00 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 5 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 19,457 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.82 to $123.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,897 | $122.50 | $354,882.50 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 4 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 24,957 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.80 to $122.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 500 | $121.21 | $60,605.00 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 27,854 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.79 to $121.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 28,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 2 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 28,354 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:31 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 28,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000002 · wf-form4_160988946405923.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,621,931 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 28,354 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · derivative · entry 10 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,621,931 Underlying: Class A Common Stock · 28,354 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,987 | $125.33 | $499,681.14 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $125.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,470 | $124.64 | $1,928,135.94 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 3,987 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.83 to $124.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,500 | $123.48 | $679,140.00 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 19,457 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.82 to $123.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,897 | $122.49 | $354,853.53 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 24,957 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.80 to $122.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 500 | $121.41 | $60,706.15 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 27,854 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.79 to $121.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 28,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 28,354 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:32 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 28,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000003 · wf-form4_160988950935076.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,621,931 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 28,354 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · derivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,862,927 Underlying: Class A Common Stock · 28,354 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,987 | $125.13 | $498,893.31 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $125.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,470 | $124.38 | $1,924,158.60 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,987 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.83 to $124.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,500 | $123.40 | $678,700.00 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,457 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.82 to $123.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,897 | $122.50 | $354,882.50 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,957 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.80 to $122.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 500 | $121.21 | $60,605.00 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,854 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.79 to $121.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 28,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,354 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:30 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 28,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000001 · wf-form4_160988942011449.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,862,927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 16:09 UTC |
Colby Michael C.President and COO
|
GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000017 · wf-form5_161316414720177.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131 F1 · kind: This transaction involved a gift of securities by the reporting person. The total holdings reflected in the Forms 4 filed by the reporting person since the dates of the gifts reported hereby were previously reduced to reflect such gifts, as described in footnotes to such Form 4s. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.